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SMX SEC Matters PLC

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
DECREASED
Shares7,436 from 9,570
Change-2,134 (-22%)
Value$49.2K (-$79.1K)
Filed 2026-11-10
Citigroup Inc
NEW
Shares256
Change+256
Value$1.7K
Filed 2026-11-04
Cornerstone Financial Management LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$225 (-$231)
Filed 2026-11-10
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$965)
Filed 2026-10-20
Tower Research Capital LLC (TRC)
N/A
Shares— from 79
Change-79 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
UBS Group AG
DECREASED7,4369,570-2,134-22%$128.2K$49.2K-$79.1K2026-11-10
Citigroup Inc
NEW256—+256——$1.7K—2026-11-04
Cornerstone Financial Management LLC
UNCHANGED343400%$456$225-$2312026-11-10
Physician Wealth Advisors, Inc.
CLOSED072-72-100%$965$0-$9652026-10-20
Tower Research Capital LLC (TRC)
N/A—79-79-100%$1.1K———
Osaic Holdings, Inc.
N/A—36-36-100%$482———
Morgan Stanley
N/A—21-21-100%$281———
Showing 7 of 7 institutions